1. Start with the matters your Chehalis firm actually accepts
The Video Intake page states that each practice area can have its own question path and that the survey is weighted toward the work a firm wants to grow. That makes practice-area selection the first implementation decision. A firm serving Chehalis may also serve clients elsewhere in Lewis County, but the page should not imply that every visitor is in the city or that every county resident is a suitable client. Define the geographic relationship your firm actually uses: Chehalis only, Lewis County, Washington, or another stated service area. Then decide which case types deserve a path and which inquiries should be declined or redirected.
Recommended approach
Bring a written list of accepted, conditionally accepted and excluded matter types to the consultation. For each accepted type, identify the minimum facts needed to determine fit. Keep the geographic question precise, and do not use the Chehalis population estimate as a forecast of inquiries or signed matters.
